Configure Performance Analytics fundamentals

Create and configure indicators and breakdowns. Collect data. Display calculated indicator scores.

For an overview of the essential use of Performance Analytics, take the free training Platform Analytics Overview.

Note:

In all visualizations, high scores are abbreviated following the metric system. Thus scores in the millions are abbreviated with an M and scores in the (US) billions with a G.

• Design your Performance Analytics solution with KPI Composer
  KPI Composer ensures that your performance management strategy aligns with business goals and has support from executive sponsors. Use KPI Composer to bridge the gap between defining your performance measurement strategy and the realization of that strategy from within Performance Analytics. Start with your business goals and plan all your components through indicators up to the final dashboard.
• Performance Analytics indicators
  Indicators (KPIs) define a performance measurement taken at regular intervals of a business service, an activity, or organizational behavior. These performance measurements result in a series of indicator scores over time.
• Performance Analytics breakdowns
  Breakdowns enable you to group or filter indicator scores by a qualitative attribute such as Priority, Category, or Assignment Group. You can apply a breakdown on the Analytics Hub, in KPI Details, and on dashboards.
• Performance Analytics targets and thresholds
  Targets and thresholds enable you to define important points in your data and provide notifications when a score reaches a specific point.
• Conditional filters and operators for indicators and breakdowns
  Conditional filters for indicator data cascade from indicator and breakdown sources up to data visualizations. Where conditions are applied can affect data collection efficiency. Some condition operators are only available at some levels, or in some conditions.
• Real-time scores
  You can view some Performance Analytics scores in real-time instead of from the most recent data collection job. If real-time scores are enabled, you can view them on the Analytics Hub and in some widgets and reports.
• Applying time series aggregations
  You can aggregate changes in indicators into discrete time intervals. These aggregations can make trends more easily visible, or help track progress against a target.
• Interactive Analysis for Performance Analytics
  Interactive Analysis enables you to quickly explore Performance Analytics data using visualizations.
• In-form analytics
  In-form analytics integrate performance insights into forms so that users can access important metrics in context and make better decisions.